Synergy Personal Retirement Savings Account (PRSA)

Target market

This product is suitable for clients who:

  • Are employed or self-employed
  • Who want to supplement their occupational pension scheme savings
  • Are prepared to invest for the long term
  • Want the potential for long term capital growth
  • Don’t need access to their investment until retirement
  • Want a range of investment options
 

In brief

  • Save a minimum of €300 each year
  • Top up with €50
  • Flexible pension contributions
 

Investment options

Your clients can invest in:

*Company shares, government and corporate bonds only

 

Document downloads

Customer guide to Synergy PRSA

 

Preliminary Disclosure Certificate

 

Policy Provisions

 

Anti-money laundering requirements

 

Synergy PRSA AVC for medical professionals

 

Retirement instruction form (PP and PRSA)

 

Retirement instruction form for company pension, buy out bond and PRSA AVC

 

Investment options guide

 

Self-Directed Options guide

 

Application form

 

SEPA direct debit mandate

 

Helping women save for retirement – customer guide

 

Adviser product Summary guide

 

Adviser Top up checklist

 

Fund switch form

 

Your guide to retirement options (PP and PRSA)

 

Supplementary Questionnaire for Vested Synergy PRSA

 

Stocktrade requirements to open an account